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Vanguard Mid-Cap ETF
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Overview Fund Activity

1,217 hedge funds and large institutions have $25.9B invested in Vanguard Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 493 increasing their positions, 330 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,217
Holders Change
+162
Holders Change %
+15.36%
% of All Funds
21.59%
Holding in Top 10
144
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+21.01%
% of All Funds
2.56%
New
209
Increased
493
Reduced
330
Closed
30
Calls
$90.3M
Puts
$125M
Net Calls
-$34.6M
Net Calls Change
-$23.1M

Top Buyers

1
CM
Churchill Management
California
+$166M
2
Ameriprise
Ameriprise
Minnesota
+$90.3M
3
ECM
ExodusPoint Capital Management
New York
+$82.7M
4
WANY
Wealthspire Advisors (New York)
New York
+$71M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$60.5M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.37B
2
Bessemer Group
Bessemer Group
New Jersey
-$144M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$73.2M
4
Bank of America
Bank of America
North Carolina
-$62.2M
5
CIAS
CBIZ Investment Advisory Services
Ohio
-$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
701
Winslow Evans & Crocker
Massachusetts
$825K +$546K +2,639 +195%
Fisher Asset Management
702
Fisher Asset Management
Washington
$824K +$824K +3,983 New
VPIM
703
Vanguard Personalized Indexing Management
California
$816K +$816K +3,948 New
BWM
704
BigSur Wealth Management
Florida
$815K +$565K +2,735 +227%
BWM
705
Benchmark Wealth Management
Connecticut
$812K +$11.4K +55 +1%
MAM
706
Marotta Asset Management
Virginia
$809K – – –
AWS
707
AJ Wealth Strategies
New York
$804K +$5.17K +25 +0.6%
S
708
SignatureFD
Georgia
$804K +$49.4K +239 +7%
CT
709
Cambridge Trust
Massachusetts
$791K -$95.1K -460 -11%
VWA
710
V Wealth Advisors
Kansas
$788K +$353K +1,708 +81%
OA
711
Oxbow Advisors
Texas
$786K – – –
IA
712
IFG Advisors
Missouri
$783K +$4.97K +24 +0.6%
MPCG
713
Matrix Private Capital Group
New York
$778K +$1.03K +5 +0.1%
SWP
714
Summit Wealth Partners
Florida
$772K -$8.48K -41 -1%
SFA
715
Stewardship Financial Advisors
Georgia
$772K +$1.24K +6 +0.2%
WJWM
716
Williams Jones Wealth Management
New York
$771K – – –
SEP
717
Southland Equity Partners
Missouri
$767K +$767K +3,711 New
TA
718
Trellis Advisors
Washington
$767K – – –
BHIA
719
Birch Hill Investment Advisors
Massachusetts
$766K +$2.07K +10 +0.3%
CFIA
720
Cantor Fitzgerald Investment Advisors
New York
$764K +$112K +540 +17%
TF
721
Tompkins Financial
New York
$759K – – –
FNBT
722
FineMark National Bank & Trust
Florida
$758K – – –
ACP
723
Ashfield Capital Partners
California
$756K -$156K -752 -17%
LFS
724
Lutz Financial Services
Nebraska
$756K -$11.4K -55 -1%
WPW
725
Waldron Private Wealth
Pennsylvania
$754K +$754K +3,651 New
27 28
29
30 31